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Sales Associate
2 weeks ago
**Requisition ID**: 167788
Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs
Today’s modern workplace demands new types of creative thinking in maintaining sales expectations. As a Dynamic Sales Associate (SA), you will have the opportunity to learn about our products and industry, participate in the growth of sales and develop your own personal and business skills.
A Sales Associate works closely with Dynamic Wholesalers and Inside Sales Representatives to complete a variety of administrative tasks. Multi-tasking, adaptability, attention to detail, prioritization and effective communication are the key attributes one must possess to be successful in the role complimented by 1 year of experience within the Financial Services Industry.
**Responsibilities**:
- Complete monthly expense reports in a timely manner, including categorizing, and itemizing all receipts.
- Resourcefulness and the ability to extensively plan and coordinate client centric activities, such as formal lunch and dinners, sporting activities and virtual classes.
- Send business promotional products to clients as requested.
- Subject Matter Expert of sales reporting; producing reports for Wholesalers and Inside Sales Representatives to increase sales within their territory.
- Tech savviness and the proficiency in a wide range of platforms, including Windows Office, CRM, sales collaboration, and analytical tools.
- Identify and populate information within the CRM in a timely basis, as information and data are primary drivers of business strategy.
- Align with Business Controls and Compliance to maintain sales activities and communication that are within our guidelines.
- Collaborate with members of the team to determine priorities and tasks to be completed.
- Participate in special projects, departmental and project group meetings, and sharing feedback when needed.
- Adhere to Scotiabank Global Sales Principles and understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
**Requirements**:
- Minimum bachelor’s degree in a field such as Commerce, Finance, Business Administration.
- CSC or IFIC certification.
- Minimum 1 year of experience within the Financial Services Industry.
- Super collaborator with impeccable communications skills in English and French.
Location(s): Canada : Quebec : Montreal
